Falcon Wealth Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $6.88M | Buy |
|
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|
2024
Q3 | $7.05M | Sell |
|
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|
2024
Q2 | $7.38M | Sell |
|
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|
2024
Q1 | $9.77M | Sell |
|
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $11.7M | Buy |
|
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|
2023
Q2 | $10.1M | Buy |
|
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|
2023
Q1 | $9.25M | Sell |
|
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|
2022
Q4 | $9.82M | Buy |
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|
2022
Q3 | $7.45M | Sell |
|
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|
2022
Q2 | $7.6M | Sell |
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|
2022
Q1 | $8.32M | Sell |
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|
2021
Q4 | $6.76M | Sell |
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|
2021
Q3 | $6.75M | Buy |
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|
2021
Q2 | $6.38M | Buy |
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|
2021
Q1 | $5.58M | Sell |
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|
2020
Q4 | $4.6M | Buy |
|